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Outlook Customer Manager

Outlook Customer Manager, a new Office 365 service, helps small businesses track and grow their customer relationships right within Outlook. It gives a complete view of interactions with each business contact, helps track tasks and deals in progress, and surfaces timely reminders—all next to your inbox. Outlook Customer Manager will be available at no extra cost to Office 365 Business Premium subscribers – beginning with those in First Release program and continuing worldwide in the coming months. It is turned on by default allowing users to access it in one-click from the home tab in Outlook 2016 for Windows, and includes a mobile app. Learn more at – https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

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  1. Ability to set default value to YES for sharing contacts and deals

    When using outlook customer manager and adding in contacts businesses or deals the default value to share those is set to No. I want to be able to have that default value set to yes since we want to be able to share contacts and deals pretty much every time by default.

    77 votes
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      11 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
    • Syncronize with local Outlook contacts

      It is nessesary to have the Business contacts that are shared with all available in a seperated contact Folder under the normal inbox contacts or integrated in this. If not it is not posible to have the contacts on mobile phone to see who is caling me. Another thing is i want to open an email and type the name of an contact from ocm.

      17 votes
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        1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
      • Sort and change columns order on deals list

        Last upgrade, we lost the sort feature on Deals lists as well as moving or changing the columns order. That was an excellent feature to follow deals.

        16 votes
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          1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
        • group sharing

          I shared my files with two people of my company. They see the contact but not the companies. Offers appear from time to time

          11 votes
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            0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
          • 12 votes
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              0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
            • Not sure why the "shared with" category is showing "Private" when all of my business contacts are shared. Can that be corrected?

              Not sure why the "shared with" category is showing "Private" when all of my business contacts are shared. Can that be corrected?

              8 votes
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                0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
              • Please add the option to change the date format to DD/MM/YY.

                In Australia we use the date format DD/MM/YY as standard.
                It is very confusing to be using Outlook in the email or calendar module with our standard date format and then to switch to OCM and have to deal with the dates in a MM/DD/YY format.
                It is essential that the date formats match across these modules.
                Thank you.

                45 votes
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                  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow multi-select of contacts and then allow setting all selected contacts to Shared status

                  There should be the capacity to select multiple contacts in the OCM interface in Outlook 2016, and then change certain settings on all selected contacts - but most importantly their shared status.

                  Often, smaller companies all share the contacts and deals they are working on. When someone joins the OCM and brings their contacts in, not being able to share them all, or a specific subset with one or few clicks, is a major barrier to getting on board with the software.

                  7 votes
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                    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                  • 12 votes
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                      3 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                    • Integrate Contacts with Outlook for Android

                      You need to create a contact in Outlook desktop to trigger it to integrate with Outlook for Android. If you make a contact from the OCM workflow, it doesn't show up in OfA

                      47 votes
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                        1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add Job Title field in contacts

                        Each contact needs to have a job title - when you import contacts it lets you map to the field, but you can't see it anywhere.

                        53 votes
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                          6 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                        • The contact export is not working.

                          Internet explorer is my default browser. Error received says "Sorry, an error has occurred during Export.

                          2 votes
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                            0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                          • How can I adress an task to my college inside the Customer Manager?

                            I like to address a task for one customer to my college but there is no field to address the tast to someone, What du I have to do?

                            2 votes
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                              0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                            • Automatically share the full time line of shared contacts.

                              My colleagues need to see the last time someone was in contact with our contacts and see the content of the communication. The sharing of time line information (mail, calls, notes etc) is essential for this product.

                              2 votes
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                                Working on it  ·  0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                              • Changes to contacts and companies should save automatically

                                When you are making changes to contacts, companies, deal, etc the values should save automatically. As a user, we are getting to where we expect the values to be saved whenever we type something. Too often in OCM does creation or saving fail and if things saved automatically that would add to our piece of mind.

                                30 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • 3 votes
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                                    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Log total call time in phone log entries

                                    I like having a history of phone calls in the timeline. However it would be 100x more useful if you could see how long the conversation was. This would be very handy when invoicing customers for example.

                                    9 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Duplicate contacts

                                      We are getting duplicates of all contacts in OCM.

                                      The extra contact seems to lack information regarding company or deals, but it is a hassle and creates confusion for the users.

                                      2 votes
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                                        0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                      • CRM tools need to include company name.

                                        When I import contacts to Customer Manager from the Outlook contacts list, "company" is not included. The field is blank in Customer Manager, even for contacts where company was input in the outlook contacts list or inbox. Company name is a key piece of info for a CRM tool to track, and Customer Manager should include it when provided. It should also update dynamically back and forth as changes are made in the Outlook customer list and/or Customer Manager.

                                        34 votes
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                                          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Can't export any OCM lists

                                          I can't "Export" any lists: All I receive in the browser window is {"message":"Authorization has been denied for this request."}

                                          20 votes
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                                            7 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
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